Once you have a published membership plan, you can enrol members. A member is a pet owner on a plan, billed on a recurring basis. Petboost handles the billing through Stripe, and you can see and control each membership.

Memberships in the sidebar opens Members, the list of everyone on a plan.

Enrol a customer yourself when they sign up in person or over the phone.

Enrol in plan, on the customer's Membership Plans tab under Wallet, opens the same form.

Memberships bill a card on file. If the customer has none, the form shows No card on file and the button reads Text them to add a card. After they add it, come back and enrol. If the customer has no phone number, the button reads Add a phone number instead.

On a plan that bills on a fixed weekday, a later start date must fall on that weekday.

Tip: Before you enrol someone, walk them through the billing cycle, what the benefits cover, and your pause and cancellation rules. Included uses refresh each period and do not roll over, and extra bookings past a limit may cost more.

When you enrol a member:

Members lists every membership, grouped by status.

Sort & Group groups by Status, Plan, Billing frequency or Benefits remaining, then sorts by Newest member (the activation date), Member name, Plan name, Next billing or Price. The default is grouped by Status, then Newest member, newest first. Each billing cycle is listed once. Reset puts the search, filters and sort back to the default.

Each row shows:

Cancelled members start expanded so you can Reactivate them. Reactivate is hidden when that owner already has a live membership. Cancelled memberships that already have a live membership on the same plan are hidden; to show them, open Filters and turn off Hide reactivated under Ended. Expired members sit in a collapsed group. To show them, select the group heading.

The crown on a member or appointment is identity, not "this visit is included". A booking is included when it shows the membership benefit, or after you apply member pricing to an older diary booking.

Filters lists the statuses under Status.

Tip: Keep an eye on Payment failed members and contact them early. A paused member is easier to keep than a cancelled one, so offer a pause when someone needs a break.

The member panel is where you pause, resume and cancel.

The panel shows Price, Benefits start or Member since, Next billing (or Covered until on a Grace period membership), and Commitment, Pauses in last 12 months and Cancellation where they apply, then the Benefits card and Recent activity. A Grace period membership also shows what is true now: benefits are on, nothing is charged until the covered-until date, Text card request when they have no card and a phone number, and Activate membership when they have a card on file. Price is the amount this member pays, the price on their agreement, which can differ from the plan card after a price edit. The panel does not show the card they pay with; the list row shows its status and the customer's profile shows the card.

View membership opens the membership's own page, with a summary of its status, dates, price and Lifetime value, and four tabs:

A Grace period member with a card on file can activate in the pet owner app, or you can activate the membership for them with their permission. Before the covered-until date, the first charge is on that date. From that date on, the card is charged straight away for the cycle from the covered-until date.

The status reads Pending until the first charge, then Active.

For an archived customer, Petboost does not activate the membership itself. It cancels the membership three days after the covered-until date, even with a card on file.

Pausing stops billing and benefits for whole billing cycles without cancelling the membership. Customers pause for a holiday, while a pet recovers from surgery, for a temporary break, or in a seasonal business's off-peak period.

A pause starts now or on a billing day you pick under Starts. It lasts whole billing cycles: the shortest pause is one cycle (one week on a weekly plan), and part of a cycle cannot be paused.

A scheduled pause shows as Pause scheduled in the member panel. Until it starts, you can select Cancel scheduled pause, the member stays Active and billing continues.

The membership resumes on its own on the resume date. Unused days on a pause do not stay available as another pause later.

If they have used every pause on the plan, or you choose a length longer than Max days per pause, the dialog warns you and asks you to confirm, and you can still pause. A member pausing themselves cannot go past those limits. Max days per pause must be at least one billing cycle.

If a customer wants a few days off in the middle of a paid cycle, skip those appointments rather than pausing the membership for part of a cycle. See Pause or cancel a recurring series.

When the pause starts, Now or on the billing day chosen under Starts:

Pausing does not cancel the membership, does not refresh usage counters, and does not refund the current period.

The member is emailed when a pause is scheduled, when it starts and when it ends. All three follow Pause / Resume Notification in Settings.

Tip: If a customer has already paid for the current period and wants to pause straight away, decide whether a partial refund is fair. Pausing does not refund the current period's charge on its own.

Resume a membership early when the customer comes back before the resume date.

When a membership resumes:

If a resume date was set when pausing, the membership resumes on that date without you doing anything.

Cancel when a customer wants to leave the membership.

Keep active closes the dialog without cancelling.

The early cancellation fee is the billing cycles still to be charged before the commitment ends, at the member's price. The cycle they have already paid for is not charged again.

A fixed-term membership ends on its own on its end date, so the dialog reads Fixed term until that date, and cancelling ends it early. The plan's If a member cancels early and Early cancellation charge apply. No fee is charged in the final paid cycle.

Trap: Cancelling now does not refund the current period. If the customer has paid for a period they will not fully use, consider a manual refund through Stripe.

If they still want the membership, start it again from the ended membership. Reactivating creates a new membership on the same plan and pets.

Bookings you create after reactivating pick up the membership on their own. Bookings that were already in the diary do not, which is why step 5 matters.

If they already have a live membership, Reactivate is hidden. If that live membership is on the same plan, the cancelled row is also hidden. To show it, open Filters and turn off Hide reactivated.

Covered pets cannot be changed on a live membership. On a plan with One price for all their pets, every pet on the account is covered, including pets added later, so there is nothing to change.

If the plan's Length has a minimum or fixed term, an early cancellation fee may apply.

An extra is a priced bundle your business publishes, such as "Saturday Group Walk, 1 a week", that a member adds to the membership they already hold. It joins that membership as a second line on the same subscription, so the owner still holds one membership. Your team adds and removes extras. Pet owners cannot buy one in the pet owner app.

If you start Enrol New Member for a customer who already has a membership, the form shows Already a member. Its Add an extra button opens the same screen.

The list offers only extras you can add to that membership:

What is charged depends on whether the membership has started:

The extra's included uses are available from the day you add it and refresh on the membership's own schedule. They show beside the membership's other allowances, on the customer's profile and in the pet owner app.

If the membership is active, the extra stays included until the end of the period already paid for, then stops. Nothing is refunded, and the next payment does not include it. Visits already booked for after that date keep the price they were booked at. If the membership has not started, the extra comes off straight away.

Editing the plan's price, Each extra pet adds or billing cycle updates the catalogue. It does not rewrite the agreement on an existing membership.

There is no Change Plan button and no proration on a plan change. The membership is the agreement. To change what someone pays, cancel that membership, then Reactivate it (same plan) or enrol them with Enrol New Member (different plan).

An owner can hold only one active membership at a time, so you cancel the current agreement before you enrol them on the same plan at the new catalogue price, or on a different plan. If the new plan has Minimum pets set, the account needs at least that many active pets before you can enrol them. If the plan's Length has a minimum or fixed term, check the cancellation settings first: an early cancellation fee may apply.

Step 6 matters because cancelling returned those bookings to the standard price. Bookings you create after enrolment pick up the new membership on their own; bookings that were already in the diary do not.

The new membership starts a new agreement: the catalogue price and benefits on the plan at enrolment, and a new billing weekday if the plan uses start-date billing. Included-use counters start on the new start date. There is no automatic credit or charge for unused days on the old membership. If a refund is appropriate, issue it for the old membership's payment through Stripe.